Kathy joined CUNA Mutual Group in 2021. She is a seasoned wholesaler with more than 30 years of experience in the financial services industry. Prior to joining CUNA Mutual Group, she wholesaled annuities for Prudential. Kathy graduated from Florida Atlantic University in Boca Raton, FL with a bachelor’s degree in Business Administration.
Kathy lives in Lake Worth, Florida with her husband, Joe, and twin daughters, Francesca and Jacqueline. In her spare time, Kathy enjoys going to the beach, biking and she recently started playing golf.
Kathy dedicates her efforts to helping financial advisors and their clients plan for retirement. She has worked extensively with financial advisors over the years helping them determine the appropriate strategies and solutions to address their client’s concerns and questions in the retirement income planning process. Kathy is passionate talking to advisors about managing health care costs in retirement, social security strategies and managing cash flow in retirement.
